FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,361 | -10.8% | 18,651 | -4.4% | 0.10% | -13.5% |
| Q2 2023 | $781,795 | -0.2% | 19,501 | 0.0% | 0.11% | -11.9% |
| Q1 2023 | $783,160 | +0.6% | 19,501 | 0.0% | 0.13% | -28.8% |
| Q4 2022 | $778,285 | -3.8% | 19,501 | -13.8% | 0.18% | -17.7% |
| Q3 2022 | $809,000 | -7.8% | 22,610 | 0.0% | 0.22% | +38.7% |
| Q2 2022 | $877,000 | -8.3% | 22,610 | 0.0% | 0.16% | +4.0% |
| Q1 2022 | $956,000 | -1.7% | 22,610 | 0.0% | 0.15% | +27.4% |
| Q4 2021 | $973,000 | -3.2% | 22,610 | -11.8% | 0.12% | -19.3% |
| Q3 2021 | $1,005,000 | – | 25,633 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNIONVIEW, LLC | 363,669 | $13,597,599 | 12.85% |
| Next Level Private LLC | 430,436 | $15,844,348 | 10.51% |
| BELLEVUE ASSET MANAGEMENT, LLC | 342,835 | $12,818,600 | 8.61% |
| Spectrum Wealth Advisory Group, LLC | 134,842 | $5,041,748 | 6.98% |
| Kraft, Davis & Associates, LLC | 504,187 | $18,453,205 | 6.94% |
| New England Private Wealth Advisors LLC | 877,596 | $32,842,398 | 6.85% |
| Petix & Botte Co | 562,842 | $21,044,556 | 6.64% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 189,384 | $7,081,068 | 6.50% |
| ICA Group Wealth Management, LLC | 583,668 | $21,816,026 | 6.13% |
| Mainsail Financial Group, LLC | 182,464 | $6,721,138 | 6.10% |